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Morningstar (MORN) Institutional Ownership

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$228.23 +1.98 (+0.88%)
Closing price 10/8/2025 04:00 PM Eastern
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$228.24 +0.02 (+0.01%)
As of 10/8/2025 07:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for Morningstar (NASDAQ:MORN)

Current
Institutional Ownership
Percentage
57.02%
Number of
Institutional Buyers
(last 12 months)
319
Total
Institutional Inflows
(last 12 months)
$1.60B
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$1.12B
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MORN Institutional Buying and Selling by Quarter

Morningstar Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025YHB Investment Advisors Inc.11,214$2.60M0.2%-7.9%0.027%
10/2/2025 GAMMA Investing LLC256$59K0.0%-40.9%0.001%
9/26/2025Corient Private Wealth LLC8,428$2.65M0.0%-4.4%0.020%
9/24/2025Texas Permanent School Fund Corp17,087$5.36M0.1%-12.2%0.041%
8/27/2025Squarepoint Ops LLC18,143$5.70M0.0%-71.7%0.043%
8/26/2025Thrivent Financial for Lutherans22,097$6.94M0.0%+28.4%0.052%
8/19/2025Advisory Services Network LLC2,625$824K0.0%+6.4%0.006%
8/19/2025Liontrust Investment Partners LLP391,816$123.00M1.8%+21.3%0.929%
8/18/2025Hudson Bay Capital Management LP660$207K0.0%N/A0.002%
8/18/2025Geneos Wealth Management Inc.151$47K0.0%-27.4%0.000%
8/18/2025Ashford Capital Management Inc.6,059$1.90M0.2%+12.3%0.014%
8/16/2025FORA Capital LLC1,264$397K0.0%N/A0.003%
8/16/2025Headlands Technologies LLC4,851$1.52M0.2%-30.7%0.012%
8/15/2025CANADA LIFE ASSURANCE Co20,256$6.36M0.0%-4.5%0.048%
8/15/2025Tower Research Capital LLC TRC 1,856$583K0.0%+104.9%0.004%
8/15/2025Corient Private Wealth LLC8,428$2.65M0.0%-4.4%0.020%
8/15/2025Kensington Investment Counsel LLC10,343$3.25M1.4%-0.6%0.025%
8/15/2025Captrust Financial Advisors75,647$23.75M0.1%+2.8%0.179%
8/15/2025Vident Advisory LLC11,184$3.51M0.0%+15.8%0.027%
8/15/2025Voleon Capital Management LP26,933$8.46M0.5%+28.7%0.064%
8/15/2025Wasatch Advisors LP644,799$202.42M1.1%-2.9%1.529%
8/15/2025Two Sigma Securities LLC4,441$1.39M0.2%N/A0.011%
8/15/2025Tidal Investments LLC1,055$331K0.0%-12.4%0.003%
8/15/2025Sea Cliff Partners Management LP24,000$7.53M2.6%N/A0.057%
8/15/2025Select Equity Group L.P.1,113,301$349.50M1.5%-5.1%2.639%
8/15/2025Sone Capital Management LLC14,559$4.57M0.4%-62.2%0.035%
8/15/2025MML Investors Services LLC6,033$1.89M0.0%+9.4%0.014%
8/15/2025Man Group plc16,421$5.16M0.0%-14.8%0.039%
8/15/2025Meiji Yasuda Asset Management Co Ltd.641$201K0.0%N/A0.002%
8/15/2025Lazard Asset Management LLC48,952$15.37M0.0%+367.9%0.116%
8/15/2025HRT Financial LP31,773$9.97M0.0%+85.2%0.075%
8/15/2025Holocene Advisors LP29,211$9.17M0.0%+37.2%0.069%
8/15/2025Hudson Bay Capital Management LP660$207K0.0%N/A0.002%
8/15/2025Great Valley Advisor Group Inc.1,431$449K0.0%-8.2%0.003%
8/15/2025EP Wealth Advisors LLC711$223K0.0%N/A0.002%
8/15/2025Engineers Gate Manager LP27,114$8.51M0.1%+42.3%0.064%
8/15/2025Cubist Systematic Strategies LLC41,559$13.05M0.1%-7.8%0.099%
8/15/2025Benjamin Edwards Inc.2,197$690K0.0%+9.4%0.005%
8/15/2025BNP Paribas Financial Markets17,696$5.56M0.0%+127.8%0.042%
8/15/2025Brevan Howard Capital Management LP9,354$2.94M0.0%+84.6%0.022%
8/15/2025Bamco Inc. NY1,295,326$406.64M1.1%-0.3%3.071%
8/15/2025Bank of America Corp DE912,053$286.32M0.0%-0.5%2.162%
8/15/2025Ameriprise Financial Inc.44,284$13.90M0.0%+44.7%0.105%
8/15/2025AQR Capital Management LLC293,969$92.29M0.1%+691.0%0.697%
8/14/2025California State Teachers Retirement System25,483$8M0.0%-0.8%0.060%
8/14/2025Raymond James Financial Inc.61,286$19.24M0.0%+3.9%0.145%
8/14/2025Worldquant Millennium Advisors LLC2,819$885K0.0%N/A0.007%
8/14/2025Quantinno Capital Management LP31,146$9.78M0.0%+48.2%0.074%
8/14/2025Diversify Wealth Management LLC4,070$1.28M0.1%+19.6%0.010%
8/14/2025Diversify Advisory Services LLC1,567$492K0.0%+17.7%0.004%
8/14/2025Osterweis Capital Management Inc.92$29K0.0%N/A0.000%
8/14/2025Treasurer of the State of North Carolina10,984$3.45M0.0%-10.0%0.026%
8/14/2025The Manufacturers Life Insurance Company 20,455$6.42M0.0%-6.2%0.048%
8/14/2025Squarepoint Ops LLC18,143$5.70M0.0%-71.7%0.043%
8/14/2025Sei Investments Co.140,323$44.05M0.1%+1.1%0.333%
8/14/2025Nebula Research & Development LLC1,448$455K0.0%-77.0%0.003%
8/14/2025Dearborn Partners LLC9,663$3.03M0.1%+525.0%0.023%
8/14/2025Qube Research & Technologies Ltd138,932$43.62M0.0%+58.8%0.329%
8/14/2025iSAM Funds UK Ltd861$270K0.1%N/A0.002%
8/14/2025State Street Corp784,175$246.18M0.0%-7.7%1.859%
8/14/2025Daiwa Securities Group Inc.12,717$3.99M0.0%-6.3%0.030%
8/14/2025WINTON GROUP Ltd5,115$1.61M0.1%N/A0.012%
8/14/2025Natixis12,948$4.07M0.0%-58.1%0.031%
8/14/2025Bank of Nova Scotia32,000$10.05M0.0%-28.1%0.076%
8/14/2025Cerity Partners LLC4,270$1.34M0.0%-21.3%0.010%
8/14/2025Federated Hermes Inc.2,048$643K0.0%-3.2%0.005%
8/13/2025Jump Financial LLC20,266$6.36M0.1%+18.7%0.048%
8/13/2025Cresset Asset Management LLC1,130$355K0.0%-26.9%0.003%
8/13/2025Amundi162,681$50.51M0.0%+22,716.4%0.386%
8/13/2025First Trust Advisors LP14,400$4.52M0.0%-79.3%0.034%
8/13/2025EverSource Wealth Advisors LLC561$176K0.0%+2,450.0%0.001%
8/13/2025Invesco Ltd.280,923$88.19M0.0%+266.5%0.666%
8/13/20251832 Asset Management L.P.8,600$2.70M0.0%N/A0.020%
8/13/2025CW Advisors LLC14,043$4.41M0.0%+5.9%0.033%
8/13/2025Arrowstreet Capital Limited Partnership193,612$60.78M0.0%+18.8%0.459%
8/13/2025Quantbot Technologies LP1,758$552K0.0%-93.1%0.004%
8/13/2025M&T Bank Corp8,445$2.65M0.0%+0.8%0.020%
8/13/2025Fisher Asset Management LLC16,141$5.07M0.0%-8.0%0.038%
8/13/2025Claret Asset Management Corp744$233K0.0%+7.4%0.002%
8/13/2025Edgestream Partners L.P.20,225$6.35M0.2%N/A0.048%
8/13/2025Panagora Asset Management Inc.58,661$18.42M0.1%+3.5%0.139%
8/13/2025Sepio Capital LP4,008$1.26M0.1%-31.7%0.010%
8/13/2025Grandeur Peak Global Advisors LLC4,986$1.57M0.2%+30.7%0.012%
8/13/2025New York State Common Retirement Fund12,641$3.97M0.0%-9.5%0.030%
8/13/2025Schroder Investment Management Group166,898$52.24M0.0%+50.9%0.396%
8/13/2025Loomis Sayles & Co. L P7,631$2.40M0.0%+207.5%0.018%
8/13/2025Norges Bank296,958$93.22M0.0%N/A0.704%
8/13/2025Hsbc Holdings PLC6,140$1.92M0.0%-56.3%0.015%
8/13/2025Capital Fund Management S.A.15,057$4.73M0.0%N/A0.036%
8/13/2025State Board of Administration of Florida Retirement System25,013$7.85M0.0%+0.6%0.059%
8/13/2025Quadrant Capital Group LLC1,718$539K0.0%+65.4%0.004%
8/13/2025Employees Retirement System of Texas184$58K0.0%N/A0.000%
8/13/2025Russell Investments Group Ltd.15,086$4.74M0.0%-20.2%0.036%
8/12/2025XTX Topco Ltd3,490$1.10M0.0%-46.8%0.008%
8/12/2025Ameritas Investment Partners Inc.5,168$1.62M0.1%-2.8%0.012%
8/12/2025Prudential Financial Inc.21,826$6.85M0.0%+10.7%0.052%
8/12/2025American Century Companies Inc.15,308$4.81M0.0%+82.8%0.036%
8/12/2025Segall Bryant & Hamill LLC40,792$12.81M0.2%+6.7%0.097%
8/12/2025Rhumbline Advisers71,584$22.47M0.0%-6.0%0.170%
8/12/2025Dundas Partners LLP895$281K0.0%-41.2%0.002%
(Data available from 1/1/2016 forward)

MORN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MORN shares?

During the previous two years, 457 institutional investors and hedge funds held shares of Morningstar. The most heavily invested institutionals were Vanguard Group Inc. ($797.79M), Morgan Stanley ($458.48M), Bamco Inc. NY ($406.64M), Select Equity Group L.P. ($349.50M), Wellington Management Group LLP ($323.80M), Bank of America Corp DE ($286.32M), and Kayne Anderson Rudnick Investment Management LLC ($272.93M).Learn more on Morningstar's institutional investors.

What percentage of Morningstar's stock is owned by institutional investors?

57.02% of Morningstar's stock is owned by institutional investors. Learn more on MORN's institutional investor holdings.

Which institutional investors have been buying Morningstar's stock?

Of the 389 institutional investors that purchased Morningstar's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($928.43K), Wellington Management Group LLP ($644.73K), Massachusetts Financial Services Co. MA ($555.40K), Millennium Management LLC ($447.26K), AQR Capital Management LLC ($286.27K), Invesco Ltd. ($281.32K), and M&G PLC ($182.81K).

How much institutional buying is happening at Morningstar?

Institutional investors have bought a total of 5,006,482 shares in the last 24 months. This purchase volume represents approximately $1.60B in transactions.

Which of Morningstar's major shareholders have been selling company stock?

Of the 182 institutional investors that sold Morningstar's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($646.02K), Massachusetts Financial Services Co. MA ($561.58K), Bank of America Corp DE ($257.64K), Millennium Management LLC ($207.45K), Kayne Anderson Rudnick Investment Management LLC ($200.82K), Amundi ($192.05K), and Vanguard Group Inc. ($143.15K).

How much institutional selling is happening at Morningstar?

Institutional investors have sold a total of 3,499,470 shares in the last 24 months. This volume of shares sold represents approximately $1.12B in transactions.


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This page (NASDAQ:MORN) was last updated on 10/9/2025 by MarketBeat.com Staff
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